What is the analysis of the concept of meta-universe stocks
In this year the meta-universe suddenly came into the field of vision, the meta-universe is also on fire, and there are many scientific and technological giants have layout of the meta-universe, then the meta-universe concept of what are the stocks? Here we come together to understand it. The following is what I brought you the meta-universe concept stocks, I hope you like it!
Meta-universe concept is which several stocks?
1, Roblox (RBLX.N): the meta-universe concept of the first major stocks, game UGC platform; as a UGC platform, Roblox provides games to players, at the same time, also provides the developer editor for creating games, allowing players to create their own games to upload and share with the platform. And when the game participants are also game developers, the game platform is built by all participants **** the same, the game can really have a huge amount of content, close to the real world.
2, Unity (U.N): a world-leading game engine company, can be used to create, operate and realize any real-time interactive 2D and 3D content, support platforms including cell phones, tablets, PCs, game consoles, augmented reality and virtual reality devices.
3, Activision Blizzard (ATVI.O): the world's largest game developer and publisher, with a series of top game IP, such as World of Warcraft, Watchmen Pioneer, etc.
4, Weimei Holographic (WIMI.O): 20 years on April 1, 20 years, Weimei Holographic officially landed on the Nasdaq, the issuance price of $ 5.5, officially become the " The first holographic AR stock". Weimei Holographic's revenues include AR advertising service revenues, AR entertainment revenues and semiconductor business revenues.
5, Geer shares: hardware global VR all-in-one machine foundry leader, first-class acoustic overall solution provider. Main business based on consumer electronics precision manufacturing, mainly engaged in acoustic and optical precision components, intelligent acoustic whole machine and intelligent hardware R & D, manufacturing, reported operating income of 30.288 billion yuan, an increase of 94.49% year-on-year, net profit of 1.731 billion yuan, a year-on-year growth rate of 121.71%, driven by the ultra-expected growth of the VR business
6, CYP: the company's "discreetly burnt workshop brewer (Master Brewer)" game to simulate the operation of "Jinsha ancient wine" brewery as a game, in the game world of the virtual real world management, relying on the blockchain, cloud games, computing power and social meta-universe related technologies, from the value of the interaction, content bearing, data network transmission and immersive display fusion to build a meta-universe, open the reality and virtual dream linkage. and virtual dream linkage.
7, Guoguang Electric: the company's audio electro-acoustic business main products are mainly used in wearable products (such as VR/AR) 21 years VR/AR involved in the hardware and software market has seen explosive growth, meta-universe concept has become a symbol of the entire ecological maturity
8, Gore: a leading domestic consumer electronics components, machine suppliers; the company's long-term layout of VR/AR business. Layout VR/AR business, currently in the high-end VR/AR equipment machine foundry field market share of nearly 80%, customers include Facebook, Sony, etc.
9, BaoTong science and technology: the company has a wholly owned subsidiary of the Hainan yuan universe science and technology limited company, focusing on the layout of the AR/VR/MR, robotics, sensors, new energy mining card, high-end equipment and other growth industry Relevant fields of business; its HaViQi is the domestic top AR / VR content development and solution provider, and Huawei and Jitterbug exist business depth cooperation
10, super map software: the company in 17 years has supported the OculusRift and HTCVive VR helmet equipment, the company's GIS for the provision of three-dimensional space, complex and diverse models and data, the company's GIS is to provide the three-dimensional space, complex and diversified models and data in the "geographic location", the company has a wholly owned subsidiary of Hainan Yuan Universe Technology Co. "Geolocation", the key **** homology technology, is the real geospatial foundation chassis of the meta-universe.
Growth performance growth.
What is it about the metaverse that is so hot?
It first originated from the 1992 American science fiction novelist Neal Stevenson's science fiction novel "Snow Crash", in which Stevenson describes a parallel to the real world of the network world - metaverse (metaverse), all the people in the real world in the metaverse have A cyber doppelganger, Stevenson's metaverse is the next stage of the Internet's new form after the realization of virtual reality.
metaverse consists of two words, Meta and Verse, Meta means meta, Verse represents the universe (universe), together is the concept of "meta-universe", that is, on the basis of high-speed communication (5G), through the VR, AR, the Internet of Things IOT The concept of "meta-universe" is that on the basis of high-speed communication (5G), through VR, AR, IOT (Internet of Things), cloud computing, AI chips, edge computing and other technologies, a parallel world to the real world is created, a virtual world with a variety of life scenarios and applications (including games, payments (blockchain-related technologies, NFT, DAO, smart contracts, DeFi, etc.), education and so on), and there are a variety of activities in the virtual world that are similar to the reality of the activities of the people moved to the virtual world.
Currently the A-share speculation is mainly three categories: game companies, AR/VR companies, meta-universe related technology companies.
The theme of the leading is the treasure, from the beginning of September more than 8 yuan, speculation to more than 37 yuan, the other industry substantial benefit is to do AR / VR equipment, on behalf of the stock is the Geer shares, this should be the A stock market is relatively more authentic meta-universe companies, there are some other consumer electronics companies, due to meta-universe involved in the industry, many related companies, will often be the Switching speculation industry and leading, there are some companies will issue announcements such as involving the yuan universe, this time to be careful to catch up, so if there is no certain level of short-term or to be cautious, or easy to set on the high point.
From the A-share so many companies, the real performance may be a few years will have an impact on the performance of the Geer shares such as VR/AR equipment companies, most of them are basically conceptual speculation.
VR/AR
Gele: nearly 700% market share in the high-end VR/AR equipment OEM field.
Eshang Display: main exhibition display services (VR, AR shopping).
Jiachuang Vision: the company to Huawei VR platform license sales VR content.
Mason Culture: the company cooperates with leading domestic AR and VR content creator and distributor Creative Fantasy Technology and VR offline experience interactive platform Super Captain.
Guangzhou Electric: Interactive platform said Meta (formerly Facebook) VR product acoustic module is produced by the company.
New GNP: Fusion to build a meta-universe product matrix of cloud VR/AR, digital twin, cloud game, XR digital literature and blog, XR entertainment space.
Longley Technology: the company's Mini-LED technology has realized a breakthrough in the development of VR applications.
Bao Tong Technology: the company's wholly-owned subsidiary Hainan yuan universe mainly carries out the layout of AR/VR/MR.
Crystal photoelectric: the company's AR, VR, MR and other new display technology has relevant technical reserves.
Wanxing Technology: the company in the AI to carry out independent research and development and actively explore the AR/VR/meta-universe technology.
Changxin Technology: the company provides the latest VRQuest2 display module for Facebook, as well as VR headset module for domestic VR giants
2,
Meta-universe game
CYP: the first version (H5 version) corresponding to CYP's "Brewmasters" is expected to be completed in March '22, and formally open to the public open.
The World Show: The company's "Honnverse" social product is currently in the testing stage.
Century Huatong: LiveTopia, a self-developed metaverse game developed by the company's DotDot Interactive, has been launched on Roblox, the world's largest metaverse community.
Tianjin Entertainment: page games and handheld games.
Tianzhou Culture: cloud games.
Perfect World: leading movie and game linkage.
Caesar Culture: cloud games.
Kaiying network: page game, hand game.
Tomcat: cloud games, VR games.
Kunlun Wanwei: hand game.
Palmjoy: hand game.
Xunyou Technology: online game gas pedal.
Shengtian Network: cloud games, handheld games.
Fuchun shares: hand game.
Starlight Entertainment: cloud game, hand game.
Sanqi Hutou Entertainment: cloud game, hand game.
Giant Network: online games.
3.
Meta-universe technology
Danghong Technology: The company's interactive platform said that Danghong Technology has been committed to ultra-low-latency coding technology and products, which provide a basic guarantee for the real-time interaction of the meta-universe information transfer.
HuiShangTongXun: The company's 3D cloud video is the company's exploratory product for the commercial meta-universe, initially to meet the user's vertical scenarios in the application of AR/VR, digital healthcare, digital twins and industrial Internet.
ShunNet: The company now has more than 10,000 commercially operated high-computing power GPU servers and provides cloud computer services to more than 800,000 users on the Internet side, utilizing advantageous technology and innovation to empower the Metaverse Metaverse.
Digital Vision: The company's more than 20 years of experience in video, compression, and codecs has enabled the company to provide Ultra HD video high-magnification lossless compression and codec as the core of the underlying basic technology. The company's 20 years of experience in video compression and codecs allows the company to provide the underlying technology for the realization of large-scale application of the meta-universe
Meta-universe year
March "meta-universe first stock" game platform Roblox in the U.S. listing, three months after the listing of the Roblox market capitalization soared to 50 billion U.S. dollars, a year ago 4 billion dollar valuation soared to 4 billion dollars, a year ago. Roblox provides both games and free tools for players to create their own games.
In May, Microsoft Chief Executive Nadella said the company was working to create an "enterprise version of Metaverse.
In June, Soul affiliate Shanghai Random Door Technology Co. filed a trademark application for "young people's social meta-universe";
In June, Chongqing Aiqiyi Intelligent Technology Co.
In July, Zuckerberg said that the "meta-universe" would be the "successor" to the mobile Internet, believing that Facebook would "transform from a social media company into a 'social universe'" in the next five years. social media company to a 'meta-universe' company" in about five years.
In July, Beijing Dajia Interconnection Information Technology Co., Ltd, an affiliate of Racer, applied for the registration of several trademarks of "Racer Metaverse";
On July 30, the first Metaverse Summit Forum and Metaverse Book Launch were held in Beijing, with experts discussing a new picture of the Metaverse. In September, Tencent applied for the registration of the trademarks of "QQ meta-universe", "Rubik's cube meta-universe" and "Peace meta-universe", "In September, Tencent applied for the registration of nearly 100 trademarks related to Yuan Universe, including "King Yuan Universe", "Tian Yuan Universe", "Counterattack Yuan Universe", "Tencent Music Yuan Universe", etc.
On September 9, Water Drop affiliated company, Beijing Zongyi Qianfang Science and Technology Co. "Ltd. filed an application to register a number of trademarks for the "Waterdrop Dollar Universe," with international classifications covering advertising, communication services, education and entertainment, etc. The current status of the trademarks is "awaiting substantive examination.
September 13, Nubia Technology Co., Ltd. applied for the registration of a number of "Red Magic Universe" trademarks, the international classification involves scientific instruments, advertising and sales, education and entertainment, etc., and the current status of the trademarks are in the process of application.
On September 15, Beijing Chehejia Information Technology Co., Ltd, an affiliated company of Ideal Auto, applied for the registration of the trademarks of "Yuan Universe" and "Ideal Yuan Universe", with international classifications related to means of transportation, machinery and equipment, and fuels and oils, etc., and the current status is "Trademark Application". The current status of these trademarks is "trademark application in progress".
On September 30, the trademark of "byte jumping meta-universe" was applied for registration by a company in Qingdao, with the international classification of scientific instruments, and the current status of the trademark is "in the process of application". At the same time, the company also applied for registration of the trademark "Alibaba meta-universe", "NetEase cloud meta-universe", "Mihayou meta-universe" and other trademarks.
On October 29, Facebook announced that it had officially changed its name to "Meta", derived from "Meta Universe. Ltd. and other NetEase affiliates applied for registration of trademarks such as "NetEase Yuan Universe", "Lei Huo Yuan Universe" and "Fuxi Yuan Universe", with international classifications related to advertising and sales, edutainment, website services, etc. The current status of the trademarks are all registered, The international classification involves advertising and sales, education and entertainment, website services, etc., and the current trademark status is in the process of application.
On Nov. 2, Xinhua News Agency published the article "What is the meta-universe in the end, and what kind of "parallel world" will it give birth to?
On November 2, Xinhua News Agency published "What is the meta-universe in the end, what kind of "parallel world" will be spawned? According to the article, the "20-21 Meta-Universe Development Research Report" recently released by the New Media Research Center of Tsinghua University concluded that 20 years is the tipping point for the virtualization of human society, paving the way for 21 years to become the first year of the meta-universe.
In November, Baidu also began to take action, Baidu Online Network Technology (Beijing) Co., Ltd. applied for registration of the "metaapp" trademark, the international classification involves website services, scientific instruments, the current status of the trademark are in the application.
Microsoft announced on Nov. 2 at the Ignite conference that it plans to build its chat and meeting app MicrosoftTeams into a meta-universe.
On Nov. 5, Luo Yonghao posted a microblog saying, "The next venture is a so-called meta-universe company," and rushed to the top of the hit list.
November 11, China Mobile Communications Federation meta-universe industry committee
November 12, in China Telecom 5G innovation and application cooperation forum, China Telecom's company new national pulse announced the meta-universe strategic layout, start 22 years "pangu plan";
November On November 15, the electric soul network: the company registered "electric soul yuan universe", "dream three yuan universe" and other related trademarks
November 17, yuan universe how hot the 29.9 yuan course sold 1.6 million in 10 days related books dominate the best-seller list First place
November 17, yuan universe course began to "cut leeks"? There have been people wildly earn millions
November 18 morning, Zhangjiajie meta universe research integration and development seminar and Zhangjiajie meta universe research center hanging ceremony was held in wulingyuan district big data center wujiayu ticket station, zhangjiajie has become the first to set up a meta universe research center scenic spot.
On Nov. 19, People's Daily commented: rationally look at the current meta-universe craze
On Nov. 19, Xinhua News Agency published the article "What is the meta-universe? Why pay attention to it? --Decoding the Metaverse".
As of November 17, China **** applied for 4,368 trademarks of "meta-universe", involving 689 companies. Of these, 4,366 were filed in 21 years, involving 688 companies. That is to say, 99.9% of the "meta-universe" trademarks were registered in 21 years. Month by month, this year in September *** application "yuan universe" trademark 1995, October *** application "yuan universe" trademark 1515, is the peak month of this year's application.
21 "yuan universe" liquor trademark was applied for yet no one registration success